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Facts Vs Feelings Take 5 – Buy in May and Stay

Most years, the rule of thumb is “Sell in May, stay away.” But 2024 isn’t most years. Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese discuss why investors should consider bucking conventional wisdom this month. Highlights include:   May has …

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May 16, 2019, The Shred Party

Written by Taylor Financial Group, LLC If a shred party happens to spring up in your area, you may want to mark your calendar. For many years, shred parties, where a business or organization hosts clients or the public to the use of giant paper shredders, have presented a fun and easy way f …

May 16, 2019, Pension Plans & De-risking

Written by Taylor Financial Group, LLC Corporations are transferring pension liabilities to third parties. Where does this leave retirees?  A new term has made its way into today’s financial jargon: de-risking. Anyone with assets in an old-school pension plan should know what it signifies.  

May 16, 2019, Midlife Money Errors

Written by Taylor Financial Group, LLC If you are between 40 & 60, beware of these financial blunders & assumptions.  Mistakes happen, even for people who have some life experience under their belt. That said, your retirement strategy is one area of life where you want to avoid havi …

Are You 10 Years From Retiring?: 5 Easy Steps for Retirement Preparation

Ladies … listen up!… there’s still time … Ladies, if you’re nearing the retirement chapter of your life, listen up! Have you thought about what that time looks like? If you could paint a picture of this part of life, what would be included? Does your picture contain lots of color or is it grey?

How to Decide the Best Place to Live When You Retire

One of the questions I get asked often is “Where should I live in retirement?” Sometimes the person is asking about a list of cities, sometimes they’re asking about what type of residence – home, apartment, condo, retirement community, etc. – and sometimes it’s even other countries.

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